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SSI Overpayments: How Does It Happen and What Can One Do?

2019-08-26T19:29:10+00:00

This issue of The Voice was written by Special Needs Alliance member Tara Anne Pleat, a founding partner of the law firm of Wilcenski & Pleat PLLC in Clifton Park, New York. She practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Tara writes and lectures frequently on issues affecting individuals with disabilities and their families.

SSI Overpayments: How Does It Happen and What Can One Do?2019-08-26T19:29:10+00:00

Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility

2019-08-26T19:30:50+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Carol S. Battaglia of San Diego, California. She is one of the authors of Special Needs Trusts: Planning, Drafting and Administration, published by the State Bar of California. Carol also serves as counsel to the Special Needs Trust Foundation of San Diego, a charitable pooled special needs trust. Her practice is limited to the creation of estate plans using special needs trusts and assisting trial lawyers in implementing special needs trusts and other strategies to receive an injured party's settlement funds while maintaining eligibility for government assistance.

Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility2019-08-26T19:30:50+00:00

Retirement Accounts and Government Benefits

2019-08-28T17:34:18+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Edward V. Wilcenski and Tara Anne Pleat.

EDWARD V. WILCENSKI, Esq., is a founding partner of the law firm of Jones Wilcenski & Pleat PLLC in Clifton Park, New York. He practices in the areas of special needs planning, elder law and trust and estate planning and administration. A member and past president of the Special Needs Alliance, Ed writes and lectures frequently on issues affecting individuals with disabilities and their families.

TARA ANNE PLEAT, Esq. is a founding partner of the law firm of Jones Wilcenski & Pleat PLLC in Clifton Park, New York. She focuses her practice in the areas of special needs planning, trust & estate planning and administration, long term care planning and elder law. Tara is a member of the Special Needs Alliance, frequently speaking on estate planning and administration, special needs planning and related disability issues for state and local bar associations and community organizations.

Retirement Accounts and Government Benefits2019-08-28T17:34:18+00:00

Insurance and Other Concerns for Parent/Caregiver

2019-07-02T10:39:50+00:00

You are reading The Voice, the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Donna Bashaw of Laguna Hills, California. Ms. Bashaw is a former President of the National Academy of Elder Law Attorneys, and she is certified by the National Elder Law Foundation as a Certified Elder Law Attorney.

Insurance and Other Concerns for Parent/Caregiver2019-07-02T10:39:50+00:00

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